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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$611K +$43.4K +522 +8%
CIS
677
Custom Index Systems
New York
$608K +$12.3K +148 +2%
AF
678
Allworth Financial
California
$606K +$82.2K +988 +17%
HSA
679
HBK Sorce Advisory
Pennsylvania
$604K +$156K +1,871 +38%
LG
680
Leuthold Group
Minnesota
$601K – – –
PFA
681
Pure Financial Advisors
California
$598K +$142K +1,704 +33%
SCM
682
SKBA Capital Management
California
$598K – – –
TCM
683
TruNorth Capital Management
Michigan
$598K – – –
HA
684
Heartland Advisors
Wisconsin
$595K -$138K -1,653 -19%
MHC
685
Meyer Handelman Company
New York
$592K – – –
SFG
686
Synergy Financial Group
California
$590K -$21.6K -259 -4%
SPC
687
Spirepoint Private Client
Florida
$586K -$7.91K -95 -1%
KCM
688
Kornitzer Capital Management
Kansas
$585K – – –
HR
689
Howe & Rusling
New York
$585K -$31.8K -382 -5%
LSA
690
Leonteq Securities AG
Switzerland
$573K -$1.21M -14,553 -69%
SG
691
Sienna Gestion
France
$570K +$532K +6,386 New
BAM
692
Blueshift Asset Management
New Jersey
$566K +$542K +6,508 New
FFA
693
Fragasso Financial Advisors
Pennsylvania
$566K -$150K -1,801 -22%
PEWA
694
Pacific Excel Wealth Advisors
California
$565K +$540K +6,491 New
HFO
695
Heritage Family Offices
Arizona
$565K -$191K -2,300 -26%
AFG
696
ABLE Financial Group
Arizona
$564K -$115K -1,380 -18%
SWP
697
Sagespring Wealth Partners
Tennessee
$564K +$19K +228 +4%
1WA
698
180 Wealth Advisors
Washington
$552K +$42.1K +506 +9%
MC
699
Matisse Capital
Oregon
$548K – – –
EWA
700
EP Wealth Advisors
California
$542K +$262K +3,152 +103%
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